See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $2,476 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,218 | $106,028+31.3% | $146,958-5.3% | $77,643+79.3% |
| Participation rate | 69.4% | 78.4%-8.9pp | 82.2%-12.7pp | 70.6%-1.1pp |
| Annual return | 19.38% | 56.73%-37.4pp | 418.34%-399.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $7,019 | $4,063+72.8% | $4,933+42.3% | $2,726+157.5% |
| Participant deferral / active EE | $8,898 | $7,990+11.4% | $8,070+10.3% | $4,647+91.5% |
| Admin fee / account holder | $4 | $337-98.7% | $12,998-100.0% | $430-99.0% |